13F Insight
DOSSIER · 13F-HR · Q1 2026

WoodTrust Financial Corp

$775M in tracked AUM across 238 positions as of Q1 2026.

WF
CIK 0001725247 · last filed Mar 31, 2026
Total AUM
$775M
as of Q1 2026
Holdings
238
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WoodTrust Financial Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EFA
ISHARES TR MSCI EAFE ETF
$96M992K12.4%02
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
$31M576K4.0%03
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
$29M155K3.7%04
IWN
ISHARES TR RUS 2000 VAL ETF
$27M142K3.5%05
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
$25M99K3.3%06
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$25M53K3.3%07
JNJ
JOHNSON & JOHNSON COM
$25M103K3.3%08
IWO
ISHARES TR RUS 2000 GRW ETF
$25M79K3.2%09
AMZN
AMAZON COM INC COM
$23M113K3.0%10
MSFT
MICROSOFT CORP COM
$23M62K2.9%

Filing history

2026Q1Mar 31
$775M▼ 9.6%
238 positionsView →2025Q4Dec 31
$857M▲ 2.0%
250 positionsView →2025Q3Sep 30
$840M▲ 6.8%
252 positionsView →2025Q2Jun 30
$787M▲ 10.2%
237 positionsLocked2025Q1Mar 31
$714M▲ 0.4%
230 positionsLocked2024Q4Dec 31
$711M▲ 1.1%
245 positionsLocked2024Q3Sep 30
$703M▲ 9.4%
254 positionsLocked2024Q2Jun 30
$643M▲ 1.9%
232 positionsLocked2024Q1Mar 31
$631M▲ 7.8%
241 positionsLocked2023Q4Dec 31
$586M▲ 12.0%
235 positionsLocked2023Q3Sep 30
$523M▼ 3.1%
218 positionsLocked2023Q2Jun 30
$540M▲ 4.8%
216 positionsLocked
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